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世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ

名前 AUM AUM
増加率
AUM
成長率%
四半期
推定リターン
3年間の推定リターン
保有銘柄 ポートフォリオ回転率 平均保有
期間(年)
BSWA
6426
Bromfield Sneider Wealth Advisors
Massachusetts
$9525万 -$276万 -3% 7.03% – 106 74.53% 0.1
Synergy Financial Group
6427
Synergy Financial Group
California
$9524万 -$1619万 -15% 15.7% 133% 106 9.43% 0.2
BAM
6428
Bosun Asset Management
Illinois
$9518万 -$1486万 -14% 4.96% 278% 80 13.75% 0.2
Endowment Wealth Management
6429
Endowment Wealth Management
Wisconsin
$9512万 -$379万 -4% 7.04% 66.3% 134 17.16% 0.2
Magnolia Wealth Management
6430
Magnolia Wealth Management
Alabama
$9508万 -$264万 -3% 3.84% 48.7% 15 40% 0.2
Precept Management
6431
Precept Management
Texas
$9493万 -$1.59億 -63% 7.83% 110% 82 76.83% 0.5
Kids Capital Management
6432
Kids Capital Management
California
$9489万 -$2229万 -19% 13.9% – 12 16.67% 0.2
Cook Wealth
6433
Cook Wealth
North Carolina
$9475万 -$271万 -3% 4.19% 7.36% 44 15.91% 0.2
DLDF
6434
Dan L. Duncan Foundation
Texas
$9469万 -$319万 -3% 5.63% 11.8% 4 0% 0.9
AAM
6435
Artha Asset Management
New Jersey
$9452万 +$1260万 +15% 8.86% – 37 67.57% 0.1
ACT Capital Management
6436
ACT Capital Management
Pennsylvania
$9452万 -$4381万 -32% 12.6% – 99 20.2% 0.6
5th Street Advisors
6437
5th Street Advisors
Connecticut
$9448万 -$1098万 -10% 2.91% 47.5% 20 40% 0.2
Intrinsic Value Partners
6438
Intrinsic Value Partners
Arizona
$9439万 +$58.5万 +0.6% 1.14% 126% 49 6.12% 0.2
McAlister Sweet & Associates
6439
McAlister Sweet & Associates
Texas
$9411万 -$2048万 -18% 2.21% 83.6% 41 34.15% 0.2
Redmont Wealth Advisors
6440
Redmont Wealth Advisors
Illinois
$9394万 +$47.2万 +0.5% 3.11% 46.1% 131 25.95% 0.2
First Farmers & Merchants Bank Trust
6441
First Farmers & Merchants Bank Trust
Tennessee
$9388万 -$674万 -7% 1.97% – 107 12.15% 0.2
Claris Advisors
6442
Claris Advisors
Missouri
$9377万 -$70.6万 -0.7% 3.37% 65.7% 52 11.54% 0.2
APS
6443
American Planning Services
Florida
$9362万 -$1936万 -17% 4% 23.8% 29 17.24% 0.2
Pin Oak Investment Advisors
6444
Pin Oak Investment Advisors
Texas
$9359万 -$525万 -5% 8.89% 62.7% 451 12.2% 2.6
Enhancing Capital
6445
Enhancing Capital
Pennsylvania
$9357万 +$148万 +2% 0.31% – 77 5.19% 0.2
Sender Company & Partners
6446
Sender Company & Partners
New York
$9352万 -$1.02億 -52% 12.7% 69.8% 125 84% 0.1
USA Financial Formulas
6447
USA Financial Formulas
Michigan
$9348万 -$2310万 -20% 12.8% 104% 526 46.58% 1.1
Convergence Financial
6448
Convergence Financial
Missouri
$9322万 -$298万 -3% 4.95% 62.3% 26 26.92% 0.2
CMANY
6449
Capital Management Associates (New York)
New York
$9321万 -$900万 -9% 0.61% 205% 96 45.83% 1.9
Lynwood Capital Management
6450
Lynwood Capital Management
Ontario, Canada
$9317万 -$1134万 -11% 5.14% – 211 81.04% 0.1